See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,072 | $56,484-48.5% | $169,463-82.8% | $64,186-54.7% |
| Participation rate | 66.1% | 64.5%+1.6pp | 77.8%-11.7pp | 69.6%-3.5pp |
| Annual return | -4.41% | -1.55%-2.9pp | 1.83%-6.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $949 | $1,832-48.2% | $4,159-77.2% | $2,381-60.2% |
| Participant deferral / active EE | $1,454 | $3,448-57.8% | $5,277-72.4% | $3,470-58.1% |
| Admin fee / account holder | $1,501 | $4,174-64.0% | $9,109-83.5% | $4,888-69.3% |